Triad Financial Services, Inc.

Financial Planning and Analysis

• Triad Financial Services is seeking a Commercial Finance Relationship Specialist I. Responsibilities include managing credit lines and fostering relations with manufacturers. Must have a degree in finance or business and 2 years experience in financial services.

Commercial Finance Specialist

Accounting Manager

• Enter and Purchase invoices
• Process payoffs and payments
• Prepare system generated reports weekly/monthly

Accounting Administrator

Marketing

• Responsible for assisting the Remarketing Manager with tasks associated with the management and sale of company owned real estate and chattel (manufactured home) assets from securing through liquidation and accounting of the loss.
• Work directly with the Remarketing Manager to assist with compilation and distribution of information regarding repossessions through incur, sale and post-sale processes
• Process for payment and appropriately assess vendor invoices to customer accounts in the repossession management system in a timely manner
• Some basic computer knowledge to save documents into the servicing system and on a shared drive on the computer
• Perform related duties as assigned by supervisor
• Maintain compliance with all company policies and procedures
• Monday – Friday 8:00am – 5:00pm

Remarketing Assistant

Claims Specialist

• Speak compassionately to homeowners about their homeowner's insurance claims/loss drafts
• Processing and monitoring all insurance claims/loss drafts
• Handling of claims funds for disbursements to pay for repairs
• Develop workable solutions that satisfy our homeowners, our client/investors, and our company
• Work in multiple systems, such as MS, MSP, and Encompass
• Strong verbal and written communication skills to communicate with homeowners about their claims/loss drafts
• Strong organizational skills
• A strong work ethic, high integrity, and well-organized mindset
• The ability to follow instructions but work with minimal direct supervision
• Ability to meet deadlines in a timely fashion

Insurance Claims Specialist

Collector

• Generate high volume of outbound calls to early stage delinquent borrowers
• Resolve delinquent accounts by demanding and collecting the full amount due, establish a solid plan with the borrower to make the payment.
• Determine the reason for non-payment
• Document mortgage collection systems with all activities and communications
• Send Notice of Defaults (NODs) to customers when required
• Send letters to customers with pending post-dated payments
• Demonstrate accurate knowledge and strict application of federal regulations and collection laws (FDCPA)
• Skip trace accounts when identified or submitted by the Collections Supervisor or Collections Director.
• Process mortgage payments in accordance with established guidelines
• Follow all company and departmental policies and procedures
• Utilize proper protocol for borrowers, clients, state and federal regulations, as well as best practices
• Consistently meet or exceed monthly goals
• Be flexible with their time and schedule in order to meet the needs of the business
• Perform other duties that may be assigned by supervisor

Analyst

• Experience in commercial credit analysis and documentation of commercial credit lines
• Strong analytical skills and knowledge of commercial finance transactions
• Gather required documents and additional information needed to process and review new loan applications, request for existing accounts, and handle annual renewals
• Spread and analyze business financial statements, tax returns and other supporting documents used in providing credit recommendations
• Work with Credit Manager, Account Manager, VP and CCO of Commercial Credit team
• Complete Legal Documents required for approved Retailer Credit Lines
• Collect all conditions of Approval from Retailer

Senior Credit Analyst / Credit Analyst

Bilingual

• Strong written and verbal communication skills
• Advanced skills in Outlook and other MS Office programs, including Excel, Word, PowerPoint, Visio
• Highly organized with strong attention to detail
• Excellent time management, able to effectively prioritize
• Ability to handle highly sensitive, confidential and non-routine information
• Strong interpersonal skills; comfortable working with people at all levels of the organization
• Receives and directs internal calls, messages to appropriate personnel
• Assists with scheduling and preparing meeting and conference rooms as needed

Closing Admin, Bilingual

Learning and Development

• Develop Training programs and curriculum for the employees of the Servicing Dept. for orientation and on-the-job training.
• Analyze the effectiveness of training and workshops for the employees, determine if there are obstacles, and if so, develop appropriate modifications to achieve success.
• Collaborate with the leadership of Triad to identify yearly training needs and schedule training sessions when appropriate for employees.
• Develop systems to monitor and ensure employees are performing their responsibilities and meeting goals, according to the training they are given.
• Provide support and mentoring for new employees while conducting an evaluation and identifying sections where improvements are needed.

Corporate Trainer

Data Entry

• Communicate with parties to the transaction to update them on loan status
• Review loan applications and supporting documentation for completeness and accuracy.
• Evaluate credit worthiness by processing loan applications and documentation.
• Ensure that all required documents are collected and properly organized.
• Operate in accordance with all laws and regulations to meet lending compliance guidelines
• Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance
• Handle overflow call volume from Originations Customer Care Department
• Serve as a point of contact for borrowers, loan officers, and underwriters.
• Consistently represent the company in a positive and professional manner.
• Communicate with applicants to request additional information or clarify documentation.
• Ensure credit denials are processed and sent in a timely manor
• Provide consistent updates to management team regarding assignment statuses
• Assorted other duties as requested by management

Data Entry Associate

• Coordinate all marketing initiatives including but not limited to, social media, online, offline, research, creative concepts, and more.
• Support the Marketing Manager/Director in evaluating and establishing the marketing plan, setting objectives, planning, and organizing promotional presentations, and updating calendars.
• Deliver high-quality service by teaching and supporting the marketing needs requested by the field and internal departments.
• Evaluate and monitor campaign performance on an ongoing basis by analyzing key metrics and reporting information in an actionable form.
• Create engaging marketing collateral for internal departments and the field including print, email, social, and digital assets.
• Assists in managing relationships with external vendors to ensure high-quality and timely execution of marketing programs, and to ensure competitiveness.
• Assists in event planning for attendance at conventions.